Good Morning: This is a daily review of the stocks in your portfolio, updated on Sunday, July 6, 2025 at 7:10 AM (UTC). The data is lagged by ~1 day.


Summary Table

Charts

ACHR

ACHR sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.002439 -0.0036346 9975.61 2
Buy_Hold 1.982405 4.1007932 32492.01 1

##### ACHR Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ACHRStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ALT

ALT sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.3627844 -0.4892990 6372.156 1
Buy_Hold -0.3209700 -0.4385313 6979.472 1

##### ALT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ALTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

AMD

AMD sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0155085 0.0232129 10155.085 2
Buy_Hold -0.1376313 -0.1981184 8700.947 1

##### AMD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AMDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BBAI

BBAI sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.000000 0.000000 10000.00 0
Buy_Hold 3.479769 8.356276 48136.65 1

##### BBAI Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BBAIStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BKSY

BKSY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.4926999 0.8172497 14927.00 4
Buy_Hold 2.1175617 4.4492861 33148.15 1

##### BKSY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BKSYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BTBT

BTBT sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.1009174 -0.1466849 8990.826 1
Buy_Hold -0.3178654 -0.4346992 7084.337 1

##### BTBT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BTBTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BULL

BULL sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3998250 0.6512548 13998.25 2
Buy_Hold 0.2479274 0.3913303 12478.19 1

##### BULL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BULLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CHWY

CHWY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0084937 -0.0126388 9915.063 2
Buy_Hold 0.5406717 0.9050181 15269.970 1

##### CHWY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CHWYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CLBR

CLBR sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2122605 0.3324532 12122.60 1
Buy_Hold 0.5374149 0.8990165 15374.15 1

##### CLBR Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CLBRStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

COIN

COIN sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2488932 0.1796504 12488.93 4
Buy_Hold 0.6464599 0.4486920 16676.82 1

##### COIN Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
COINStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

COIN

COIN sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2488932 0.1796504 12488.93 4
Buy_Hold 0.6464599 0.4486920 16676.82 1

##### COIN Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
COINStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CTM

CTM sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.000000 0.00000 10000.00 0
Buy_Hold 5.851852 16.63167 68518.52 1

##### CTM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CTMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

DIS

DIS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1059083 0.1619585 11059.08 4
Buy_Hold 0.2889813 0.4601296 13022.47 1

##### DIS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
DISStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ELF

ELF sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0991943 0.1514554 10991.94 1
Buy_Hold 0.1900781 0.2962609 11748.14 1

##### ELF Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ELFStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

HIMS

HIMS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1306704 0.2009658 11306.70 1
Buy_Hold 1.0788561 1.9779385 21362.42 1

##### HIMS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
HIMSStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

HOOD

HOOD sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3510154 0.5661406 13510.15 2
Buy_Hold 2.3859399 5.1633605 33792.73 1

##### HOOD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
HOODStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

IONQ

IONQ sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3116599 0.4986013 13116.60 2
Buy_Hold 1.4924200 2.9031168 25336.76 1

##### IONQ Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
IONQStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

MSTR

MSTR sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3230138 0.5179854 13230.14 2
Buy_Hold 0.5821649 0.9820250 16513.65 1

##### MSTR Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
MSTRStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

MSTY

MSTY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.2539286 -0.3539000 7460.714 1
Buy_Hold -0.2906622 -0.4007563 7306.750 1

##### MSTY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
MSTYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NET

NET sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0413862 0.0623347 10413.86 2
Buy_Hold 1.1750057 2.1856304 21399.64 1

##### NET Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NETStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NFLX

NFLX sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2527766 0.3993996 12527.77 4
Buy_Hold 0.7316052 1.2675501 17097.86 1

##### NFLX Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NFLXStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ONDS

ONDS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.9433638 0.6387036 19433.64 6
Buy_Hold 1.1264368 0.7521233 20786.52 1

##### ONDS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ONDSStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ONDS

ONDS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.9433638 0.6387036 19433.64 6
Buy_Hold 1.1264368 0.7521233 20786.52 1

##### ONDS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ONDSStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

OUST

OUST sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 1.572610 3.091838 25726.10 4
Buy_Hold 2.059219 4.297925 29673.63 1

##### OUST Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
OUSTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

QBTS

QBTS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.8599034 1.522573 18599.03 2
Buy_Hold 12.9916669 50.125050 156915.89 1

##### QBTS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
QBTSStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

RGTI

RGTI sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.302384 0.482826 13023.84 2
Buy_Hold 7.966666 25.332447 105905.51 1

##### RGTI Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
RGTIStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ROBN

ROBN sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.000000 0.000000 10000.00 0
Buy_Hold 1.181879 5.504194 20934.88 1

##### ROBN Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ROBNStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

RTAC

RTAC sd indic
## [1] NA
## [1] NA
RTAC Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
RTACStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SHOP

SHOP sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1860016 0.2896455 11860.02 4
Buy_Hold 0.4588706 0.7561814 14635.43 1

##### SHOP Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SHOPStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SOFI

SOFI sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2339978 0.3682363 12339.98 4
Buy_Hold 0.6595175 1.1282382 16565.57 1

##### SOFI Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SOFIStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SPY

SPY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0981081 0.1497592 10981.08 4
Buy_Hold 0.0766317 0.1163905 10733.98 1

##### SPY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SPYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TGT

TGT sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.2103506 -0.2968276 7896.494 1
Buy_Hold -0.3030141 -0.4162492 6816.902 1

##### TGT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TGTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TMC

TMC sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.4814815 0.7969223 14814.82 2
Buy_Hold 6.1890799 17.9411504 71529.18 1

##### TMC Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TMCStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

UNH

UNH sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.2384053 -0.3337524 7615.947 3
Buy_Hold -0.4541257 -0.5945172 5449.006 1

##### UNH Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
UNHStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

UTI

UTI sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1955847 0.3052146 11955.85 5
Buy_Hold 0.9237640 1.6528069 19283.58 1

##### UTI Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
UTIStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))